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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-11-07 |
| SC | RA | APPROVED | 2024-11-07 |
Branch Locations
Westland, MI • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-05-21 |
Branch Locations
1055 Lpl Way, Fort Mill, SC 29715 • United States
Westland, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Secure Planning Stratgies | Southfield | MI | 10/2014 | 10/2019 |
| Securities America, Inc. | Southfield | MI | 09/2018 | 10/2019 |
| Concorde Investment Services, Llc | Livonia | MI | 10/2019 | 05/2024 |
| Lpl Financial Llc | Fort Mill | SC | 05/2024 | Present |
| Lpl Enterprise, Llc | Fort Mill | SC | 11/2024 | Present |
1) 10/09/2025-Sarah Kuhn-Notary-Inv related-At Westland, MI-Start date 10/02/2025-0hrs/mth-0hrs mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-22 |
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